Portfolio Management Services (PMS)Compare Schemes
Equitree - Emerging Opportunities vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Equitree - Emerging Opportunities
Marathon Trends - Trend Following
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 11.9%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−3.81%
1.43%
6 Months
10.86%
0.81%
1 Year
−4.49%
7.79%
3 Years
22.00%
9.10%
5 Years
21.09%
—
Since Inception
7.35%
17.42%
Fund Age
8 yrs 9 mo
8 yrs 11 mo
AUM
₹1,454.75 Cr
₹342.11 Cr
Alpha – 1 Year
−7.47%
3.07%
Alpha – 3 Years
10.11%
−2.99%
Information Ratio – 3 Years
0.32
0.29
Volatility – 1 Year
31.30%
17.73%
Volatility – 3 Years
27.30%
15.85%
Beta – 1 Year
1.42
1.00
Beta – 3 Years
1.22
0.98
Sharpe Ratio – 1 Year
-0.18
0.21
Sharpe Ratio – 3 Years
0.66
0.50
Worst Rolling Year
-30.88%
9.10%
Value at Worst Rolling Year
₹0.69 Cr
₹1.09 Cr
Deepest Drawdown
−34.06%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
83.55%
100.00%
Median Rolling Year
31.74%
13.58%
5-Year Rolling Windows Positive
82.61%
—
Market-Cap Mix
L 0% · S 88%
L 40% · M 35% · S 22%
Number of Stocks
—
23
Portfolio P/E
—
21.69
Top 5 Holdings
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
—
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
20% of profit, above 0%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%